{"commodity":{"标准名称":"螺纹钢","合约品种":"螺纹钢","交易代码":"RB","交易所":"上期所","板块":"黑色/建材","一级产业链":"铁矿石 + 焦炭/焦煤 + 废钢 → 高炉/电炉 → 螺纹钢 → 地产/基建","核心驱动":"地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策","国内关注":"表需、社库厂库、钢厂检修、铁水、地方专项债/基建、地产新开工和施工","国际关注":"铁矿石三大矿山发运、全球钢需、中国出口政策、海外反倾销、美元与海运","主要国家/地区":"中国、印度、美国、日本、俄罗斯、韩国；铁矿关注澳大利亚、巴西","代表企业/机构":"中国宝武、河钢、沙钢、鞍钢、首钢、Vale、Rio Tinto、BHP、WorldSteel","直接联动":"铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃","间接联动":"地产、基建、货币政策、出口关税、环保限产","新闻关键词":"steel, rebar, construction, property, infrastructure, iron ore, coking coal, blast furnace, steel mill","网站标签":"黑色,钢材,地产,基建,铁矿焦煤","source_urls":"https://worldsteel.org/media/press-releases/2026/december-2025-crude-steel-production-2025-global-crude-steel-production/; https://www.shfe.com.cn/eng/Market/Futures/Metal/rb_f/"},"match_terms":["螺纹钢","RB","steel","rebar"],"latest_related_news":[{"id":4213230,"title":"Hungary's public news broadcasts halted in bid to scrap Orban-era propaganda","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cgevwq1pndgo?at_medium=RSS&at_campaign=rss","summary":"The country's main state TV channel displayed a message saying it was \"sorry\" for lying on Tuesday.","products":null,"published_at":"2026-07-07 18:34:45","collected_at":"2026-07-07 18:55:24","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":4105322,"title":"Construction cost data for electric generators","source":"EIA What's New","source_type":"rss","country":"美国","language":"en","url":"http://www.eia.gov/electricity/generatorcosts/","summary":"(Thu, 02 Jul 2026) We released construction cost data for new electric generators installed in 2024.","products":null,"published_at":"2026-07-02 00:00:00","collected_at":"2026-07-06 14:22:59","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"品种库:RB:construction；品种库:V:construction；传导规则:地产/基建政策改善:construction","source_tags":"能源 / 官方数据 / 库存 / 月报","info_topics":"黑色","affected_products":"螺纹钢 / PVC","transmission_paths":"螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；聚氯乙烯/V：核心驱动：电石法成本、煤价电价、乙烯/VCM、烧碱联产利润、地产需求、出口、装置检修；直接联动：烧碱、电石、乙烯、LLDPE、PP、地产建材；间接联动：煤炭、电力、原油、天然气、出口运费、地产政策；地产/基建政策改善：地产/基建 → 钢材、水泥玻璃、PVC管材型材需求 → 黑色与PVC需求改善"},{"id":3170416,"title":"Refinery Capacity Report","source":"EIA What's New","source_type":"rss","country":"美国","language":"en","url":"http://www.eia.gov/petroleum/refinerycapacity/","summary":"(Fri, 26 Jun 2026) Data series include fuel, electricity, and steam purchased for consumption at refineries; refinery receipts of crude oil by method of transportation; current and projected atmospheric crude oil distillation, and downstream charge and production capacities of selected products. Respondents include all operating and idle petroleum refineries (including new refineries under construction), non-refinery operators of distillation, reforming, cracking, coking, and hydrotreating processes, and refineries shut down during the previous year. These refineries are located in the 50 States, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, Guam, and other U.S. possessions.","products":null,"published_at":"2026-06-26 00:00:00","collected_at":"2026-06-26 15:43:12","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"原油:oil；品种库:TA:crude oil；品种库:TA:refinery；品种库:RB:construction；品种库:V:construction；传导规则:原油/Brent/WTI上涨:oil；传导规则:原油/Brent/WTI上涨:crude；传导规则:原油/Brent/WTI上涨:refinery；传导规则:煤炭/电价/安监趋严:electricity；传导规则:地产/基建政策改善:construction","source_tags":"能源 / 官方数据 / 库存 / 月报","info_topics":"原油 / 能源化工 / 黑色","affected_products":"原油 / PTA / 螺纹钢 / PVC","transmission_paths":"原油/中东/霍尔木兹/油轮 → 能源成本与化工原料 → 化工品成本与风险溢价；精对苯二甲酸/TA：核心驱动：原油和PX价格、PTA装置检修、聚酯开工、织造订单、瓶片出口、库存和加工费；直接联动：PX、MEG、短纤、瓶片、涤纶长丝、棉花；间接联动：原油、石脑油、LPG、汇率、纺织出口、服装消费；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；聚氯乙烯/V：核心驱动：电石法成本、煤价电价、乙烯/VCM、烧碱联产利润、地产需求、出口、装置检修；直接联动：烧碱、电石、乙烯、LLDPE、PP、地产建材；间接联动：煤炭、电力、原油、天然气、出口运费、地产政策；原油/Brent/WTI上涨：原油 → 石脑油/PX/乙烯/丙烯/LPG → PTA/PVC/PE/PP成本；原油也通过乙醇比价影响白糖；煤炭/电价/安监趋严：煤炭/电价/安监 → 焦煤供应、电石/PVC、煤制甲醇/烯烃成本 → 黑色化工联动；地产/基建政策改善：地产/基建 → 钢材、水泥玻璃、PVC管材型材需求 → 黑色与PVC需求改善"},{"id":3052043,"title":"China's nuclear power capacity nearly doubled since 2016","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67746","summary":"From 2016 to 2024, China's nuclear generation capacity increased 76% (24 GW), based on our International Energy Statistics (IES) data. According to the International Atomic Energy Agency's Power Reactor Information System (PRIS), China added an additional 1.1 GW of nuclear power capacity in 2025 and 2.2 GW in 2026 (through May). China is continuing to build out its nuclear generating capacity and has 36 reactors under construction, accounting for more than 49% of total world nuclear construction, according to PRIS.","products":null,"published_at":"2026-06-05 09:00:00","collected_at":"2026-06-25 08:31:45","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"品种库:RB:construction；品种库:V:construction；传导规则:地产/基建政策改善:construction","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"黑色","affected_products":"螺纹钢 / PVC","transmission_paths":"螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；聚氯乙烯/V：核心驱动：电石法成本、煤价电价、乙烯/VCM、烧碱联产利润、地产需求、出口、装置检修；直接联动：烧碱、电石、乙烯、LLDPE、PP、地产建材；间接联动：煤炭、电力、原油、天然气、出口运费、地产政策；地产/基建政策改善：地产/基建 → 钢材、水泥玻璃、PVC管材型材需求 → 黑色与PVC需求改善"},{"id":3020759,"title":"The Next Infrastructure Supercycle Could Be Worth $20 Trillion","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/The-Next-Infrastructure-Supercycle-Could-Be-Worth-20-Trillion.html","summary":"Unprecedented heatwaves, violent storms, mega-cyclones, catastrophic floods, prolonged droughts and uncontrollable wildfires have all become commonplace, with extreme weather events increasing in both frequency and intensity thanks in large part to human-induced climate change. Global temperatures have continued to soar, with recent years continually ranking among the hottest on record. The consequences go far beyond the destruction of local ecosystems and damaging physical infrastructure, creating other new opportunities as investments shift along…","products":null,"published_at":"2026-06-03 19:00:00","collected_at":"2026-06-04 00:00:59","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"品种库:RB:infrastructure；传导规则:地产/基建政策改善:infrastructure","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"黑色","affected_products":"螺纹钢","transmission_paths":"螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；地产/基建政策改善：地产/基建 → 钢材、水泥玻璃、PVC管材型材需求 → 黑色与PVC需求改善"},{"id":2952484,"title":"Watch: Man attacked by bear at steel works in Japan","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/videos/cm2pjed56j3o?at_medium=RSS&at_campaign=rss","summary":"The bear, which injured four people in the attack on Tuesday, remains on the loose within the factory compound.","products":null,"published_at":"2026-06-03 01:13:45","collected_at":"2026-06-03 08:36:09","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"煤炭与钢铁:steel；品种库:RB:steel；品种库:HC:steel；供应扰动:attack","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":2918991,"title":"Watch: Man attacked by bear at steel works in Japan","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/programmes/p0npr053?at_medium=RSS&at_campaign=rss","summary":"Watch: Man attacked by bear at steel works in Japan","products":null,"published_at":"2026-06-03 00:58:09","collected_at":"2026-06-03 01:26:41","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:steel；品种库:RB:steel；品种库:HC:steel","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":2768951,"title":"Hungarian PM threatens to oust Orbán-era president","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/c3w2vdd6jj3o?at_medium=RSS&at_campaign=rss","summary":"Hungary's president has refused Prime Minister Péter Magyar's demands to step aside, setting up a constitutional clash.","products":null,"published_at":"2026-06-01 16:54:28","collected_at":"2026-06-01 18:30:21","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":2774033,"title":"Turkey Looks to Create Azerbaijan-Europe Electricity Corridor","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/Turkey-Looks-to-Create-Azerbaijan-Europe-Electricity-Corridor.html","summary":"Turkey and Azerbaijan are looking to create an electricity corridor to boost energy connectivity between Azerbaijan and southeast Europe, Turkish Minister of Energy and Natural Resources, Alparslan Bayraktar, said on Monday. \"We are going to create the electricity version of TANAP,\" the Turkish official said at the Baku Energy Week in Azerbaijan, referring to the Trans-Anatolian Natural Gas Pipeline (TANAP), the first pipeline leg of the Southern Gas Corridor that ships gas from Azerbaijan to Europe through Turkey. Turkey also plans to upgrade…","products":null,"published_at":"2026-06-01 14:30:00","collected_at":"2026-06-01 19:30:02","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"传导规则:煤炭/电价/安监趋严:electricity","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"","affected_products":"","transmission_paths":"煤炭/电价/安监趋严：煤炭/电价/安监 → 焦煤供应、电石/PVC、煤制甲醇/烯烃成本 → 黑色化工联动"},{"id":2768985,"title":"BP Starts Production at Trillion-Cubic-Foot Gas Prize In Azerbaijan","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/BP-Starts-Production-at-Trillion-Cubic-Foot-Gas-Prize-In-Azerbaijan.html","summary":"BP Plc.(NYSE:BP) has officially launched commercial production of natural gas from the deeper reservoirs of the Azeri-Chirag-Gunashli (ACG) block, Azerbaijan's largest oilfield. Additionally, the British energy giant is looking to expand its regional footprint by preparing to take over as the operator of the massive offshore Babek gas field. Energy market observers will view the dual aim here as significantly deepening Western energy integration in the Caspian Sea, strengthening Azerbaijan's role as a vital alternative gas supplier to Europe. The…","products":null,"published_at":"2026-06-01 13:30:00","collected_at":"2026-06-01 18:30:25","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"","affected_products":"","transmission_paths":""},{"id":2724774,"title":"Israel PM orders strikes on Beirut suburbs as Hezbollah conflict escalates","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/c4g419e2xlvo?at_medium=RSS&at_campaign=rss","summary":"Benjamin Netanyahu says the Hezbollah stronghold of Dahieh will be targeted in response to attacks on Israeli civilians.","products":null,"published_at":"2026-06-01 09:28:35","collected_at":"2026-06-01 09:37:48","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":2726867,"title":"Litterbugs now face on-the-spot fines in Tokyo's tourist hotspot","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/cr7py513njmo?at_medium=RSS&at_campaign=rss","summary":"Dozens of officials will patrol world-famous Shibuya as Japan responds to the impacts of overtourism.","products":null,"published_at":"2026-06-01 06:52:40","collected_at":"2026-06-01 10:02:55","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":2401752,"title":"Secretive Azerbaijan Deal Raises Energy Security Concerns in Georgia","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/Secretive-Azerbaijan-Deal-Raises-Energy-Security-Concerns-in-Georgia.html","summary":"Recently signed deals between Georgia and Azerbaijan are raising fresh questions about Tbilisi’s strategic direction and energy security. The deals flowed out of a May 18 meeting in Baku between Georgian Dream Prime Minister Irakli Kobakhidze and Azerbaijani President Ilham Aliyev. Those talks occurred just weeks after Aliyev’s visit to Tbilisi, where he also met Georgia’s de facto ruler, Bidzina Ivanishvili. Despite their political significance, the full texts of the agreements signed while Kobakhidze was in Baku remain undisclosed,…","products":null,"published_at":"2026-05-29 11:00:00","collected_at":"2026-05-29 16:02:20","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"","affected_products":"","transmission_paths":""},{"id":2188607,"title":"BHP Killed Its Own Hedge Against the Green Steel Shift","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/BHP-Killed-Its-Own-Hedge-Against-the-Green-Steel-Shift.html","summary":"China just expanded its national emissions trading scheme to cover steel production. The EU's carbon border adjustment mechanism entered its definitive phase in January, putting a financial penalty on emissions-intensive steel. Simandou, the world's largest untapped deposit of high-grade iron ore, shipped its first cargoes to China in late 2025. The market for lower-grade ore is contracting. The market for ore that can feed cleaner steelmaking is growing. BHP just canceled the project that would have positioned it for the second market. Instead,…","products":null,"published_at":"2026-05-27 14:00:00","collected_at":"2026-05-27 19:00:53","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:steel；品种库:RB:steel；品种库:HC:steel","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":2183959,"title":"Can Armenia Break Free From Russia’s Orbit?","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Geopolitics/Africa/Can-Armenia-Break-Free-From-Russias-Orbit.html","summary":"With Election Day fast approaching, Armenian Prime Minister Nikol Pashinyan’s government is hoping that shows of support from the United States and European Union will give it a boost at the polls. US Secretary of State Marco Rubio paid a brief visit to Yerevan on May 26, during which he signed a Charter on Comprehensive and Strategic Partnership together with his Armenian counterpart, Ararat Mirzoyan. The two also inked a framework agreement concerning the Trump Route for International Peace and Prosperity, envisioned as a key cog in the…","products":null,"published_at":"2026-05-27 13:00:00","collected_at":"2026-05-27 18:01:59","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"","affected_products":"","transmission_paths":""},{"id":2105176,"title":"Russia 'relentlessly targeting' critical infrastructure and democracy, GCHQ says","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/c4g44gprnnvo?at_medium=RSS&at_campaign=rss","summary":"The spy agency's head will set out threats facing the UK and the measures she believes need to be taken to confront them on Wednesday.","products":null,"published_at":"2026-05-26 23:42:16","collected_at":"2026-05-27 01:01:23","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"品种库:RB:infrastructure；传导规则:地产/基建政策改善:infrastructure","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"黑色","affected_products":"螺纹钢","transmission_paths":"螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；地产/基建政策改善：地产/基建 → 钢材、水泥玻璃、PVC管材型材需求 → 黑色与PVC需求改善"},{"id":2082984,"title":"Germany Puts €5 Billion Behind Carbon Capture Push","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/Germany-Puts-5-Billion-Behind-Carbon-Capture-Push.html","summary":"For years, Germany approached carbon capture the way many Europeans approach nuclear power at dinner parties: cautiously, awkwardly, and preferably not at all. The country that built Europe’s industrial backbone somehow became one of the continent’s most politically hesitant nations on CCS. Carbon capture remained trapped in endless debates over storage, liability, public acceptance, and whether supporting the technology might somehow undermine climate ambition itself. Meanwhile, reality kept moving. Heavy industry still emitted enormous…","products":null,"published_at":"2026-05-26 15:00:00","collected_at":"2026-05-26 20:02:00","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"","affected_products":"","transmission_paths":""},{"id":2056745,"title":"Most planned natural gas pipeline capacity additions in 2026 and 2027 originate in Texas","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67707","summary":"Developers plan to bring approximately 44.9 billion cubic feet per day (Bcf/d) of new pipeline capacity online in the United States in 2026 and 2027, according to our latest Natural Gas Pipeline Projects Tracker. Approximately 70% (31.6 Bcf/d) of this new capacity is already under construction. More than 66% (29.7 Bcf/d) of the capacity additions originate in Texas. Louisiana is second with 19% (8.4 Bcf/d) of total capacity additions.","products":null,"published_at":"2026-05-26 09:00:00","collected_at":"2026-05-26 14:13:49","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"天然气:natural gas；品种库:RB:construction；品种库:MA:natural gas；品种库:V:construction；传导规则:天然气/LNG上涨或供应紧张:natural gas；传导规则:天然气/LNG上涨或供应紧张:pipeline；传导规则:地产/基建政策改善:construction","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"天然气 / 黑色","affected_products":"天然气 / 螺纹钢 / 甲醇 / PVC","transmission_paths":"天然气/LNG/管道 → 能源与化工成本 → 甲醇、尿素、电力成本；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；甲醇/MA：核心驱动：煤价/天然气、进口到港、伊朗/中东装置、MTO利润、港口库存、内地与港口价差；直接联动：PP、PE、PVC、煤炭、天然气、醋酸、甲醛、MTBE；间接联动：原油、LPG、航运、中东地缘、煤化工政策；聚氯乙烯/V：核心驱动：电石法成本、煤价电价、乙烯/VCM、烧碱联产利润、地产需求、出口、装置检修；直接联动：烧碱、电石、乙烯、LLDPE、PP、地产建材；间接联动：煤炭、电力、原油、天然气、出口运费、地产政策；天然气/LNG上涨或供应紧张：天然气/LNG → 甲醇、乙烷/丙烷化工原料与电力成本 → 化工品成本；地产/基建政策改善：地产/基建 → 钢材、水泥玻璃、PVC管材型材需求 → 黑色与PVC需求改善"},{"id":2044416,"title":"Nordex Pushes EU to Ban Chinese Wind Turbines From European Grids","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/Nordex-Pushes-EU-to-Ban-Chinese-Wind-Turbines-From-European-Grids.html","summary":"One of Europe's biggest wind turbine makers, Germany-based Nordex, is calling for stricter EU regulations to exclude non-western equipment from the supply chain of new renewable projects, as the European industry remains concerned about China's market dominance in the clean energy supply chain. \"We believe the western-origin principle should therefore apply to all new wind capacity connecting to European grids, not only publicly supported projects,\" Nordex's chief executive officer José Luis Blanco told the Financial Times in an interview…","products":null,"published_at":"2026-05-26 06:30:00","collected_at":"2026-05-26 11:31:07","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"","affected_products":"","transmission_paths":""},{"id":2026587,"title":"Dozens of drones crash into Sydney harbour after light show glitch","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/c9d330wqq2zo?at_medium=RSS&at_campaign=rss","summary":"Vivid Sydney organisers and the UK company behind the drone show blamed it on technical difficulties.","products":null,"published_at":"2026-05-26 03:44:12","collected_at":"2026-05-26 07:38:27","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":1968780,"title":"The Infrastructure Gap Threatening Britain's EV Transition","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/The-Infrastructure-Gap-Threatening-Britains-EV-Transition.html","summary":"Motorway services will be central to the EV transition, but urgent action is needed to unlock grid capacity, writes Tim Gittins The UK has now passed a significant milestone with more than 2m electric vehicles on the road. It is a powerful signal of the pace at which transport is changing, and of the scale of the challenge now facing policymakers and industry alike in ensuring the infrastructure exists to support that transition at pace in practice, not just in principle. Since the opening of Watford Gap in 1959, the UK's first motorway service…","products":null,"published_at":"2026-05-25 14:00:00","collected_at":"2026-05-25 19:00:48","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"品种库:RB:infrastructure；传导规则:地产/基建政策改善:infrastructure","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"黑色","affected_products":"螺纹钢","transmission_paths":"螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；地产/基建政策改善：地产/基建 → 钢材、水泥玻璃、PVC管材型材需求 → 黑色与PVC需求改善"},{"id":1914726,"title":"China Coking Coal Prices Surge After Deadly Shanxi Mine Blast","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/China-Coking-Coal-Prices-Surge-After-Deadly-Shanxi-Mine-Blast.html","summary":"The price of coking coal in China jumped by 8% after a deadly mine accident in Shanxi province that prompted safety checks that will affect production over the near term. The most actively traded coking coal contract on the Dalian Commodity Exchange hit the equivalent of $186.76 per ton following the accident. Reuters reports that eighty-two people were killed after a gas explosion in a mine in one of China’s largest coal-producing regions, which makes it the most serious mine accident in the country since 2009 at least. The government immediately…","products":null,"published_at":"2026-05-25 02:15:00","collected_at":"2026-05-25 07:15:30","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"煤炭与钢铁:coal；品种库:JM:coking coal；品种库:RB:coking coal；传导规则:煤炭/电价/安监趋严:coal；传导规则:煤炭/电价/安监趋严:coking coal；供应扰动:explosion","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 焦煤 / 螺纹钢","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；焦煤/JM：核心驱动：国内煤矿安监、蒙煤通关、澳煤/加拿大煤进口、焦化利润、钢厂铁水产量、焦煤库存；直接联动：焦炭、铁矿石、螺纹钢、热卷、动力煤；间接联动：地产基建、钢厂利润、环保限产、汇率、口岸物流；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；煤炭/电价/安监趋严：煤炭/电价/安监 → 焦煤供应、电石/PVC、煤制甲醇/烯烃成本 → 黑色化工联动"},{"id":1758498,"title":"East Africa wants to curb imports of used clothes. But it's not easy","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/c2l2k5pxrgdo?at_medium=RSS&at_campaign=rss","summary":"Kenya, Uganda and Tanzania are major importers of used garments from the West and China.","products":null,"published_at":"2026-05-23 23:55:13","collected_at":"2026-05-24 01:27:21","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":1649633,"title":"US government releases UFO sighting reports - 'Orbs swarming in all directions'","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/cn8pzzlyy66o?at_medium=RSS&at_campaign=rss","summary":"The Pentagon discloses scores of UFO files with reported sightings of spheres, discs and fireballs spanning nearly 80 years.","products":null,"published_at":"2026-05-22 22:32:12","collected_at":"2026-05-23 03:34:25","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":1576624,"title":"China's Fuel Exports to Remain Low as Curbs Persist","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/Chinas-Fuel-Exports-to-Remain-Low-as-Curbs-Persist.html","summary":"China's fuel exports will rise only slightly in June from May as government restrictions on shipments largely remain in place to preserve supply for the domestic market amid the biggest oil disruption in history. China is expected to export about 550,000 metric tons of fuels next month, up from around 500,000 tons set to be shipped this month, trade sources with knowledge of the plans told Reuters on Friday. Days after the conflict in the Middle East erupted and led to the closure of the Strait of Hormuz, the Chinese government moved to ban all…","products":null,"published_at":"2026-05-22 07:30:00","collected_at":"2026-05-22 12:30:09","event_type":"供应扰动 / 减产/限产","direction":"偏多","impact_score":8,"matched_products":null,"matched_keywords":"原油:fuel；供应扰动:disruption；减产/限产:curbs","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"原油","affected_products":"原油","transmission_paths":"原油/中东/霍尔木兹/油轮 → 能源成本与化工原料 → 化工品成本与风险溢价"},{"id":1459683,"title":"Air France and Airbus found guilty of manslaughter over 2009 plane crash","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/czd2qmdvmq6o?at_medium=RSS&at_campaign=rss","summary":"The companies were found guilty by a French court over an air disaster which killed 228 people.","products":null,"published_at":"2026-05-21 12:21:45","collected_at":"2026-05-21 12:22:47","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":1194666,"title":"Starbucks Korea sacks CEO over controversial 'Tank Day' promotion","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/c0k2dz4y6gxo?at_medium=RSS&at_campaign=rss","summary":"Starbucks withdrew the campaign for its drink tumblers after many said it referenced a bloody crackdown.","products":null,"published_at":"2026-05-19 04:23:14","collected_at":"2026-05-19 04:32:49","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"","affected_products":"","transmission_paths":""},{"id":1153036,"title":"Denmark Just Made Carbon Capture History, And Almost Nobody Noticed","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/Denmark-Just-Made-Carbon-Capture-History-And-Almost-Nobody-Noticed.html","summary":"For years, carbon capture and storage (CCS) has existed in a strange political limbo. Governments praise it in climate strategies. Heavy industry quietly depends on it in their net-zero roadmaps. Environmental groups alternately dismiss it as a fossil fuel lifeline or reluctantly admit it may be necessary after all. Yet despite the endless conferences, white papers, and billion-euro announcements, very few projects ever make it past the PowerPoint stage. That is why Denmark’s latest CCS tender matters far beyond Scandinavia. Aalborg Portland…","products":null,"published_at":"2026-05-18 15:00:00","collected_at":"2026-05-18 20:01:18","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"","affected_products":"","transmission_paths":""},{"id":1107323,"title":"Anglo American Exits Steelmaking Coal With $3.9 Billion Australian Asset Sale","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/Anglo-American-Exits-Steelmaking-Coal-With-39-Billion-Australian-Asset-Sale.html","summary":"Anglo American has agreed to sell its steelmaking coal assets in Australia to Dhilmar Limited for up to $3.875 billion in cash, exiting the steelmaking coal business as the mining giant continues its restructuring that began two years ago. Anglo American said in May 2024 that it plans to divest or demerge its diamond, platinum, steelmaking coal, and nickel businesses as it seeks to radically simplify its portfolio to focus on its copper, premium iron ore, and crop nutrients assets. Today, Anglo American announced that it had agreed to sell its…","products":null,"published_at":"2026-05-18 05:30:00","collected_at":"2026-05-18 10:31:35","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:coal；传导规则:煤炭/电价/安监趋严:coal","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"煤炭与钢铁","affected_products":"煤炭与钢铁","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；煤炭/电价/安监趋严：煤炭/电价/安监 → 焦煤供应、电石/PVC、煤制甲醇/烯烃成本 → 黑色化工联动"},{"id":773520,"title":"Australia Rules Out LNG Export Curbs as East Coast Gas Supply Fears Ease","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/Australia-Rules-Out-LNG-Export-Curbs-as-East-Coast-Gas-Supply-Fears-Ease.html","summary":"Australia will not be imposing controls on exports of natural gas during the third quarter of 2026, as industry and experts have assured the government that the most vulnerable east coast will not see any supply shortages between the winter months of July and September.   “Following confirmation from industry and experts that Australia’s east coast market has sufficient gas supplies, Minister for Resources and Northern Australia Madeleine King will not implement gas market export controls,” the government said on Friday.…","products":null,"published_at":"2026-05-15 05:30:00","collected_at":"2026-05-15 10:30:09","event_type":"供应扰动 / 减产/限产","direction":"偏多","impact_score":8,"matched_products":null,"matched_keywords":"天然气:lng；品种库:V:export；传导规则:天然气/LNG上涨或供应紧张:LNG；供应扰动:shortages；减产/限产:curbs","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"天然气 / 黑色","affected_products":"天然气 / PVC","transmission_paths":"天然气/LNG/管道 → 能源与化工成本 → 甲醇、尿素、电力成本；聚氯乙烯/V：核心驱动：电石法成本、煤价电价、乙烯/VCM、烧碱联产利润、地产需求、出口、装置检修；直接联动：烧碱、电石、乙烯、LLDPE、PP、地产建材；间接联动：煤炭、电力、原油、天然气、出口运费、地产政策；天然气/LNG上涨或供应紧张：天然气/LNG → 甲醇、乙烷/丙烷化工原料与电力成本 → 化工品成本"}]}